Climatec, Llc 401(k) Plan: Login, Facts & Contact Information

Climatec, Llc 401(k) Plan Facts

Plan name
CLIMATEC EMPLOYEE SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CLIMATEC, LLC
Participants
1,331 (1,229 active employees)
Former employees with a balance
277
Plan assets
$118,378,274 at Dec 31, 2024
Average account balance
$82,494 across 1,435 accounts
Employer contributions
$3,306,640 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 9, 2012
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.2 million went into the plan in contributions, $3.31 million of it from the employer (23%).
  • $13.0 million was paid out to participants.
  • Investment and other income added $13.7 million.
  • Administrative expenses were $134,707, about $94 per account.

How the Climatec, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019970$67.3 million$2.25 million$6.23 million
20201,081$80.3 million$2.35 million$6.84 million
20211,047$97.0 million$2.65 million$6.43 million
20221,069$84.8 million$2.55 million$7.59 million
20231,214$103.7 million$2.81 million$8.69 million
20241,331$118.4 million$3.31 million$13.0 million

Climatec, Llc 401(k) Contact Information

Phone
602-906-4195
Mailing address
2851 WEST KATHLEEN ROAD, PHOENIX AZ 85053
Plan sponsor
CLIMATEC, LLC
Employer identification number (EIN)
86-0945853
Plan number
001

Questions about the Climatec, Llc 401(k)

Does Climatec, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.31 million, 23% of all contributions.

Does the Climatec, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Climatec, Llc 401(k) plan?

1,331 participants at the start of plan year 2024, 1,229 of them active employees, and 277 former employees who still had money in the plan.

What is the average 401(k) balance at Climatec, Llc?

About $82,494 per account: $118.4 million in plan assets across 1,435 accounts with a balance at the end of plan year 2024.

Who manages the Climatec, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Climatec, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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